How to manage and maintain documents for governance and funding- 2024 Online training resources

In November 2024 we were delighted to be joined by Tom O’Leary of O’Leary & Associates for an online workshop on ‘Managing and maintaining documents for governance and funding’

The workshop covered:

• Types of documentation in not-for-profit organisations (financial records, meeting minutes, legal documents, etc.)
• Risks associated with improper document management
• Legal and ethical obligations for document security
• Criteria for selecting document management systems (DMS)
• Overview of popular DMS solutions (e.g., Google Drive, Dropbox, SharePoint)
• Setting up user roles and permissions
• Organising documents for easy retrieval
• Naming conventions and folder structures
• Regular audits and clean-up of digital files
• Back-up strategies: local vs. cloud storage
• Secure methods for sharing documents internally and externally
• Tools for real-time collaboration with security features (e.g., Zoom)
• Managing and tracking document access
• Overview of relevant regulations (e.g., GDPR)
• Ensuring compliance in document management practices

Download the presentation notes HERE